CS
ChFC
CS
ChFC

Charles Ray Stephan

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

10850 Pearl Road #D1, Strongsville, OH, 44136

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is an independent insurance agent with Financial Wealth Builders, selling and servicing life insurance and fixed annuities, dedicating a few hours per week. He also owns Stephan Financial Services and COVA Real Estate, spending minimal time on each.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
December 1999 - Present · 26 yrs 2 mos
Coordinated Capital Securities, INC.Broker
April 1991 - Present · 34 yrs 10 mos
Previous Registrations
Pruco Securities CorporationBroker
September 1995 - October 1995 · 1 mo
Coordinated Capital Securities of Wi INC.Broker
March 1989 - November 1989 · 8 mos
Central States Securities, INC.Broker
February 1988 - August 1988 · 6 mos
Pruco Securities CorporationBroker
August 1986 - January 1988 · 1 yr 5 mos
State Registrations15 states
AZCAFLILKYMAMINCOHPATNTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.